Causeway Global Value Fund Investor Class

Pear Tree Essex Environmental Opportunities Fund Institutional Class

NYLI PineStone US Equity Fund Class C

NYLI PineStone US Equity Fund Class A

NYLI PineStone US Equity Fund Class P

Brown Advisory Sustainable Growth Fund Institutional Class

Brown Advisory Sustainable Growth Fund Investor Class

John Hancock Global Environmental Opportunities Fund-Class I

John Hancock Global Environmental Opportunities Fund-Class R6

Brown Advisory Flexible Equity Fund Advisor Shs

NYLI PineStone Global Equity Fund Class A

NYLI PineStone Global Equity Fund Class R6

NYLI PineStone Global Equity Fund Class C

Absolute Capital Opportunities Fund

Nuveen Mid Cap Value Opportunities Fund A

Nuveen Mid Cap Value Opportunities Fund I

JPMorgan US Value Fund Class R3

JPMorgan US Value Fund Class C

JPMorgan US Value Fund Class I

JPMorgan US Value Fund Class A

Nomura Core Equity Fund Class R6

Nomura Core Equity Fund Class R

Nomura Core Equity Fund Class Y

Artisan Global Opportunities Fund Advisor Shares

Artisan Global Opportunities Fund Inv Shs

BNY Mellon Midcap Value Fund Class Y

BNY Mellon Midcap Value Fund Class I

Diamond Hill Large Cap Fund-Investor Class

Diamond Hill Large Cap Fund Class Y

John Hancock Variable Insurance Trust Global Equity Trust Series Nav

AB Mid Cap Value Portfolio Class Z

AB Large Cap Value Fund Class C

AB Large Cap Value Fund Advisor Class

John Hancock Funds II Global Equity Fund Class C

John Hancock Funds II Global Equity Fund Class I

John Hancock Funds II Global Equity Fund Class R4

Victory Sycamore Established Value Fund Class R

Nomura Global Growth Fund Class R6

Nomura Global Growth Fund Class Y

Nomura Global Growth Fund Class R

Victory Sycamore Established Value Fund Class C

Victory Sycamore Established Value Fund Class Y

Nuveen Dividend Value Fund Class I

Nuveen Dividend Value Fund Class R6

The Gabelli Dividend Growth Fund Class AAA

The Gabelli Dividend Growth Fund Class A

Nuveen Large Cap Value Opportunities Fund Class R

Nuveen Large Cap Value Opportunities Fund Class A

Victory Pioneer Disciplined Value Fund Class A

Victory Pioneer Disciplined Value Fund Class R6

GMO Climate Change Fund Class III

GMO Climate Change Fund Class I

Nuveen Mid Cap Value Fund Class R6

Nuveen Mid Cap Value Fund Premier Class

Diamond Hill Mid Cap Fund- Investor Class

Diamond Hill Mid Cap Fund- Class Y Shares

The Investment Company of America Class F1

The Investment Company of America Class 529-A

The Investment Company of America Class 529-E

The Investment Company of America Class 529-F-3

The Investment Company of America - Class F-3

The Investment Company of America - Class R2E

The Investment Company of America Class R-2 Shares

The Investment Company of America Class R-5 Shares

The Investment Company of America Cl R-6

JPMorgan Equity Income Fund Class I

JPMorgan Equity Income Fund Class A

JPMorgan Equity Income Fund Class R3

JPMorgan Equity Income Fund Class C

Victory Pioneer Core Equity Fund Class R6

Victory Pioneer Core Equity Fund Class A

Eaton Vance Dividend Builder Fund Class C

Eaton Vance Dividend Builder Fund Class A

Goldman Sachs Large Cap Value Insights Fund Class A

Goldman Sachs Large Cap Value Insights Fund Institutional Shares

Goldman Sachs Large Cap Value Insights Fund Investor Class

Goldman Sachs Large Cap Value Insights Fund Class P Shares

Dodge & Cox Stock Fund

New Alternatives Fund- Class A

Nomura Balanced Fund Class Y

Nomura Balanced Fund Class A

Nomura Balanced Fund Class R

Franklin Equity Income Fund Class R6

Franklin Equity Income Fund Class R

Carillon Eagle Growth & Income Fund Class I

Carillon Eagle Growth & Income Fund Class R-6

Principal MidCap Value Fund Class R5

Principal MidCap Value Fund I

Principal MidCap Value Fund Class J

BNY Mellon Sustainable US Equity Fund, Inc. Class I

BNY Mellon Sustainable US Equity Fund, Inc. Class A

BNY Mellon Sustainable US Equity Fund, Inc. Class Y

CIBC Atlas Equity Income Fund Institutional Class

Nuveen Large Cap Select Class I

Voya VACS Series MCV Fund

AB Equity Income Fund Class A

AB Equity Income Fund Class I

AB Equity Income Fund Class Z

Vanguard Mid-Cap Value Index Fund Investor Shares

MFS Global Equity Fund Class B

MFS Global Equity Fund Class A

MFS Global Equity Fund Class R3

MFS Global Equity Fund Class R4

Nomura Asset Strategy Fund Class R

Nomura Asset Strategy Fund Class I

Nomura Asset Strategy Fund Class A

VY Columbia Contrarian Core Portfolio Advisor Class

VY Columbia Contrarian Core Portfolio Initial

Industrials Ultra Sector ProFund Service Class

Columbia Contrarian Core Fund Class I2

Columbia Contrarian Core Fund class C

Empower Mid Cap Value Fund Institutional Class

Columbia Contrarian Core Fund Class S

The MP 63 Fund

Calvert Balanced Fund Class R6

Calvert Balanced Fund Class A

Victory Pioneer Equity Income Fund Class A

Victory Pioneer Equity Income Fund Class R

Vanguard Industrials Index Fund Admiral Shares

Manning & Napier Disciplined Value Series Class W

Manning & Napier Disciplined Value Series Class I

BNY Mellon Dynamic Value Fund Class C

BNY Mellon Dynamic Value Fund Class Y

JPMorgan Equity Premium Income Fund Class C

JPMorgan Equity Premium Income Fund Class I

JPMorgan Equity Premium Income Fund Class R6

AMCAP Fund Class F-2

AMCAP Fund Class F-1

AMCAP Fund Class 529-C

AMCAP Fund Class 529-F-1

AMCAP Fund Class 529-F-3

AMCAP Fund Class R-5E

AMCAP Fund Class R-1

AMCAP Fund Class R-2

AMCAP Fund Class R-4

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard Mid-Cap Index Fund Institutional

Firsthand Alternative Energy Fund

Principal Equity Income Fund Class J

Principal Equity Income Fund Class R-3

Principal Equity Income Fund Class A

Columbia Balanced Fund Class I

Columbia Balanced Fund class C

Columbia Balanced Fund Class R

AQR LSE Fusion Fund Class I

AQR LSE Fusion Fund Class R6

Optimum Large Cap Value Fund Class C

SIMT Tax-Managed Large Cap Fund Class Y

Capital World Growth and Income Fund Class C

Capital World Growth and Income Fund Class F-1

Capital World Growth and Income Fund Class 529-C

Capital World Growth and Income Fund Class 529-F-1

Capital World Growth and Income Fund Class 529-F-3

Capital World Growth and Income Fund Class R-2E

Capital World Growth and Income Fund Class R-3

Capital World Growth and Income Fund Class R-4

Capital World Growth and Income Fund Class R-6

Capital World Growth and Income Fund Class F-2

Nomura Wealth Builder Fund Class R

Nomura Wealth Builder Fund Institutional Class

Carillon Scout Mid Cap Fund Class A

Carillon Scout Mid Cap Fund Class C

SEI Institutional Investment Trust - Large Cap Fund Class A

Calvert US Large Cap Value Responsible Index Fund Class A

Columbia Multi-Manager Value Strategies Fund Institutional Class

AQR MS Fusion Fund Class N

JPMorgan US Equity Fund Class L

JPMorgan US Equity Fund Class C

JPMorgan US Equity Fund Class R3

JPMorgan US Equity Fund Class I

JPMorgan US Equity Fund Class R5

SIMT Large Cap Growth Fund Class Y

American Funds Fundamental Investors Class F-1

American Funds Fundamental Investors Class A

American Funds Fundamental Investors Class 529-C

American Funds Fundamental Investors Class 529-F-1

American Funds Fundamental Investors Class 529-F2

American Funds Fundamental Investors Class F-3

American Funds Fundamental Investors Class R-3

American Funds Fundamental Investors Class R-1